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金宏气体:存储行业景气度提升有望带动半导体气体需求增长
(编辑 任世碧) 证券日报网讯 1月8日,金宏气体在互动平台回答投资者提问时表示,公司与SK海力士的合作聚焦半导 体气体供应及相关服务,产品定价基于多重因素综合确定。存储行业景气度提升有望带动半导体气体需 求增长,对公司业务拓展具有积极意义。 ...
光刻机、光刻胶概念股飙升,沪指站上4000点,高手看好这些主线
Mei Ri Jing Ji Xin Wen· 2026-01-07 08:37
由每日经济新闻App举办的掘金大赛第81期比赛于1月5日开始,多位选手跑步入场。报名时间为1月1日到1月16日,比赛时间为1月5日到1月16日。大赛为 模拟炒股,模拟资金50万元。每期比赛结束,正收益就获现金奖励!报名就拿福利!冲刺月度积分王大奖! 每经编辑|吴永久 周三,上证指数小幅震荡,光刻机、光刻胶、存储芯片、半导体气体等涨幅居前。截至收盘,沪指涨0.05%,收报4085.77点。沪深两市成交额达到28818 亿元,较周二放量492亿元。 每期比赛的税前现金奖励为:第1名奖励688元,第2~4名奖励188元/人,第5~10名奖励88元/人,其余正收益选手均分500元正收益奖。月度积分王的税前 现金奖励为:第1名奖励888元,第2~4名奖励288元/人,第5~10名奖励188元/人,第11~30名奖励68元/人,第31~100名奖励18元/人。 为方便选手了解有价值的信息,与高手交流市场热点和投资技巧。报名掘金大赛后,就能申请加入掘金大赛交流群,加群方法是:点击微信主页右上 角"+"号,选择"添加朋友",然后点击"企业微信联系人",输入手机号13882019385,添加企业微信火山君。 对于大盘方面,有参 ...
四大化工新材料巨头,再出售、关停!
DT新材料· 2025-09-04 16:04
Core Viewpoint - The rise of emerging industries in China is expected to lead the polymer industry into the next decade, with significant opportunities in new materials related to electric vehicles, aerospace, drones, robotics, 5G/6G communication, and artificial intelligence [2]. Group 1: Company Adjustments - Ube Industries is restructuring its operations, including early layoffs and exits from Japan and Thailand due to declining profitability and high greenhouse gas emissions. The company plans to stop production of ammonia and related products by March 2028, with earlier closures in Thailand by March 2027 [4][5]. - ExxonMobil is considering selling its European chemical plants in the UK and Belgium, with a potential transaction value of $1 billion, due to pressures from U.S. tariff policies and increased competition from low-cost imports in Asia [6][7]. - SK Group is accelerating its restructuring efforts to raise new funds, planning to sell its overseas businesses, including those acquired from Dow and Arkema, due to oversupply and increased competition [9][10]. - Dow Chemical is selling stakes in its infrastructure joint ventures, including a $540 million stake to Macquarie Asset Management, to generate cash flow and reduce operational burdens [11][12]. Group 2: Financial Performance - Ube Industries reported a 12.9% decline in sales to 100.5 billion yen (approximately $682 million) in Q1 2025, with an operating loss of 4 billion yen [5]. - ExxonMobil's revenue for the first half of 2025 was $164.64 billion, down 6.5% year-on-year, with net profit decreasing by 15% [7]. - Dow Chemical's net sales for Q2 2025 were $10.1 billion, a 7% decline year-on-year, with a GAAP net loss of $800 million [12].